Senior Manager, Field Marketing

🕒 May 21

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Logo of Jump - Advisor AI

Jump - Advisor AI

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

💳 Fintech

☁️ SaaS

💰 $24.6M Series A - Jump on 2025-02

Artificial Intelligence • Fintech • SaaS

Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.

📋 Description

• Develop and execute a comprehensive regional field marketing plan aligned with sales goals and enterprise account targets. • Own quarterly field-marketing-sourced and influenced pipeline goals, partnering closely with regional sales leadership. • Help us develop creative executive experiences that reflect our brand ambition and “break through” in novel ways. • Lead the strategy, sourcing, and execution for all regional events, including VIP dinners, executive briefings, and local user groups. • Manage localized sponsorships and presence at regional industry chapters and partner events. • Handle all regional logistics, including venue sourcing, localized contract negotiations, and onsite operations. • Serve as the primary marketing liaison for regional sales leadership, ensuring tight alignment on territory priorities. • Equip local sales and SDR teams with localized pre- and post-event outreach playbooks to maximize attendance and conversion. • Implement rigorous post-event follow-up processes to ensure seamless lead routing and rapid pipeline conversion. • Track and analyze the ROI of every regional initiative, measuring actual pipeline impact, velocity, and customer acquisition costs. • Partner with RevOps to ensure flawless lead data capture and multi-touch attribution in Salesforce. • Manage the regional field marketing budget with precision, ensuring high-impact spend and resource allocation.

🎯 Requirements

• 2-5 years of experience in B2B field marketing, regional marketing, or demand generation within an enterprise SaaS environment. • Sales-aligned mindset: Proven track record of partnering directly with sales teams to build pipeline and accelerate localized deals. • Execution excellence: Strong project management skills with the ability to source, plan, and execute multiple regional events simultaneously. • Analytical rigor: Comfort with core marketing technologies (Salesforce, HubSpot) and attributing field activity to revenue. • High velocity: Ability to thrive in a fast-paced environment, making data-driven decisions quickly while operating autonomously.

🏖️ Benefits

• Competitive salary and variable compensation or the range • Equity • Medical, dental, vision benefits • 401k available

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